|:00||TITLE:||Justin Robert Young|
|Stories subject to change up until showtime|
|Justin Young has supported independent tech news directly for five years. Be like Justin! Become a DTNS member at patreon.com/dtns|
|play the opening music here....|
|This is the Daily Tech News for Thursday Jan 3rd, 2019. In LA, I'm Tom Merritt|
|From studio Feline, I'm Sarah Lane|
|Justin Robert Young|
|And I'm the show's Producer Roger Chang|
|:31||TM||Let's start with a few tech things you should know...|
|play the news segue music here....|
|sl||Microsoft is adding two new Microsoft 365 subscription bundles starting February 1st for business customers.The Microsoft 365 Identity & Threat Protection package includes Microsoft Threat Protection plus Microsoft Cloud App Security and Azure Active Directory for $12 per user per month, and the Microsoft 365 Information Protection & Compliance package includes Office 365 Advanced Compliance and Azure Information Protection services for $10 per user per month. Volume discounts will be available for both bundles.||https://www.zdnet.com/article/microsoft-to-add-two-new-microsoft-365-security-compliance-bundles-to-its-line-up/|
|jry||Google confirmed that automatic spam protection in the default Android Messages app is rolling out to some users. The app, which is opt-out by default, will analyze messages that are sent to you in order to detect and proactively block spam messages. Google temporarily collects and temporarily stores phone numbers in order to analyze the data, but doesn't store message content. However, Google's support site says if a user chooses to manually report a message as spam, then the full contents of the message is sent.||https://www.theverge.com/2019/1/3/18166628/android-messages-spam-protection-privacy-google|
|tm||Evan Blass posted a photo of the Beyond1 variant of the Galaxy S10 with a hole-punch display for a lone selfie camera. The only thing left in the bezel are the speakers. The belief is this 5.8-inch phone will have one camera on the front and two on the back while the 6.7-inch Beyond 2 variant will have two cameras on the front and three on the back. There's also talk of a cheaper 5.80-inch Beyond 0 and a 5G-capable 6.7-inch Beyond X. We'll likely find out from Samsung around Mobile World Congress at the end of February.||https://www.engadget.com/2019/01/03/samsung-galaxy-s10-beyond-1-leak/|
|tm||ALSO: Apple has been ordered to stop selling iPhone 7s and 8s in Germany while Apple appeals a patent ruling against it. Qualcomm paid a €1.3bn bond required to enforce the order.||https://www.bbc.com/news/business-46749566|
|Let's talk a little more about...|
|:33||jry||A bug in Chromecast discovered by security researcher Bishop Fix in 2014 lets an attacker reset any Chromecast it can access to default mode, thus allowing the attacker to control it. Some hackers have used that bug in combination with UPnP to access thousands of Chromecasts and display a warning that they are insecure. Turning off UPnP would prevent this remote method but would still leave Chromecasts vulnerable to anyone within range of the device itself.||https://techcrunch.com/2019/01/02/chromecast-bug-hackers-havoc/|
|:37||sl||Vuzix's Blade smart glasses are now available for preorder, with a floating display similar to Google Glass, and Amazon voice assistant compatibility, with Google Assistant on the way. The Blade is designed to work with your smartphone, although also has WiFi connectivity, and only comes in one style for now. Blade OS is based on Android, and navigation uses the touchpad on the glasses' right side to swipe and tap around. A built-in 8-megapixel camera can take photos and record video, and a red-light indicator will let the world know when the camera app is in use. The Blade starts shipping at the end of this month for $1000.||https://www.engadget.com/2019/01/03/vuzix-blade-hands-on/|
|:42||tm||9to5 Google found a change to Android's Gerrit source code management with a README file that explains that Google's Fuchsia OS will use a specially designed version of the Android Runtime to be able to run Android apps. It's unclear whetehr the special runtime will replace Android's Linux kernel calls with calls to Fuschia's Zircon kernel, or instead create a Linux virtual machine using Fuschia's virtual machine system, Machina. For those of you who don't care about all that the bottom line is, whenever Google decides to roll out Fuchsia devices, they'll be able to run your Android apps.|
|:44||jry||Wait for CES to announce things? Oh no. LG says that's for chumps. LG announced its 88-inch Z9 OLED TV with 8K upscaling. It and the 8K 75-inch SM99 run on LG’s second-gen Alpha-9 processor, which supposedly determines the best visual output. Amazon Voice Services also joins Google Assistant on the TVs both of which work with LG's ThinQ AI.||https://techcrunch.com/2019/01/03/heres-what-lg-has-on-tap-for-ces/|
|topic reader||To get all the tech headlines each day in about 5 minutes subscribe to dailytechheadlines.com||http://dailytechheadlines.com/|
|play the news segue music here....|
|:46||Apple blames China for sales forecast cut - BBC News||https://www.bbc.com/news/business-46742871|
|Letter from Tim Cook to Apple investors - Apple||https://www.apple.com/newsroom/2019/01/letter-from-tim-cook-to-apple-investors/|
|Apple says cheap battery replacements hurt iPhone sales - The Verge||https://www.theverge.com/2019/1/2/18165866/apple-iphone-sales-cheap-battery-replacement|
|The Silver Lining in Apple’s Very Bad iPhone News | WIRED||https://www.wired.com/story/silver-lining-apples-very-bad-iphone-news/|
|Apple's warning a bad omen for Wall Street bulls | Reuters||https://www.reuters.com/article/us-usa-stocks-apple-idUSKCN1OX01P|
|Questions on Apple (AAPL) Earnings Strategies After Outlook Cut - Bloomberg||https://www.bloomberg.com/opinion/articles/2019-01-03/questions-on-apple-aapl-earnings-strategies-after-outlook-cut|
|Apple says it could miss $9 billion in iPhone sales due to weak demand - The Verge||https://www.theverge.com/2019/1/2/18165804/apple-iphone-sales-weak-demand-tim-cook-letter-revised-q1-estimate|
|Read Tim Cook’s Memo to Employees About iPhone Sales Slowdown||https://www.bloomberg.com/news/articles/2019-01-03/here-s-tim-cook-s-memo-to-employees-about-iphone-sales-slowdown|
Apple’s App Store pulled in $1.22B over the holidays plus a record $322M on New Year’s
|WHAT HAPPENED: Apple issued a letter to investors revising its quarterly revenue down to $84 billion from a November forecast of $89 billion. That would be down 5% over last year, the first year over year quarterly decline since 2016. First change to a forecast in more than 15 years. Apple’s stock market value has tumbled to below $700 billion from over $1.1 trillion at its peak in October. |
In the letter Tim Cook attributed the problem to
- Sales problems in China, incl. Hong Kong and Taiwan. (20% of Apple revenue)
-- This is due to: to slowing phone sales, increased competition, a decelerating market, strengthening dollar, and to a much lesser extend affected by US-China trade war which Apple claims reduced traffic to Chinese stores.
- Earlier launch of iPhone XS
- Supply contraints
- More people replaced batteries instead of upgrading
- Other divisions rose 19%, iPhone did not.
- In a memo obtained by Bloomberg, Tim Cook told employees “iPhone activations in the US and Canada set new Christmas Day records” for the company. And “we expect to set all-time revenue records in key markets including the US, Canada and Mexico, Western European countries including Germany and Italy, and countries across the Asia-Pacific region like Korea and Vietnam.”
- Pricing - That's the armchair evaluation but ARPU has been rising for Apple.
- Longer-lasting phones (BayStreet Research: Phone upgrade cycle rose from 24 months to 35 months 2015-2018)
- No other revenue streams
-- Where are: Watch Ecosystem? (1/10 iPhone rev)Cars? TV? Smart Glasses? Other new services? R&D more than Doubled since 2014.
- Services revenue rose $2.4 billion but not enough to make up the sales loss of $9 billion. Services are less than 25% of iPhone sales. Netflix pulling in-app subscriptions not helping. Also services harder to roll out in China.
-[[Apple said customers spent a record $1.22 billion in the App store between 12/24 and 12/31 up from last years' $890 million. New Year's Day sales also rose 22 million over last year. Apple said the “Services” business set all-time records in Music, Cloud Services, App Pay and the App Store’s search ad business.]]
- India - revenue flat. (Grew 80-90% in China 2011-2012). Pricing an issue in this market.
- longer-lasting phones keep people in iOS market longer, pushing the revnue burden to services.
|Apple knew that iPhone sales were going to decline and it needs new products and increased services to fill the gap. The unexpected China drop and flat India sales upset the balance.|
|sl||Thanks to all those who participate in our subreddit. Submit stories and vote on them at dailytechnewsshow.reddit.com and facebook.com/groups/dailytechnewsshow||http://dailytechnewsshow.reddit.com|
|tm||Let's check out the mailbag|
|Just listened to episode 3439 and the impression I got from Tim Stevens is that the state of EV competition for 2019 is still up in the air at the moment. That's exactly how I've been feeling as a brand new EV driver. I was lucky enough to receive my 2019 Jaguar I-Pace in mid December and took it on its first road trip over the holidays. Because of the lack of real alternatives to Tesla until this year I'm not sure if some of the issues I've met are quirks of the industry, quirks of the company, or just problems that need to be looked at in the shop.|
As a consumer, one major issue I've noticed while traveling is the lack of standardized charging stations. While apps map out a large number of charging stations on your route, the majority of these are level 1/2 providing AC electricity. Some of the listed "charging stations" are simply outdoor outlets. The Tesla/non-Tesla divide is also reminiscent of the Apple/non-Apple situation where you need separate systems and adapters to track or use certain Tesla stations. Since it sounds like commercial electric options are really starting to pick up this year, I would love to know if any of the audience members have inside information or just hot takes on the technology and the EV ecosystem in general and how to maneuver in this new tech space.
|Tim Stevens sent us some further thoughts on charging: Frankly, Tesla's charging network blows everyone else's out of the water, but over the next two years that'll change significantly. Electrify America is blowing up in a big way next year, funded largely by VW, and they're putting a raft of high-speed (and standards-based) chargers in places like Home Depot and Walmart. I hope they'll catch up and perhaps even surpass the Supercharger network, because I'm always rooting for the non-proprietary solution.|
For today, though, the big question is: how far do you really need to go? A good way to think of it is this: how often would you need to stop for gas if your car was always topped up for you every morning? For most people, the answer is a couple times a year at the most. So then it becomes a question of whether there are chargers along that route to where you need to go, and that varies hugely based on locale. Here in NY, there are fast chargers on nearly every major highway rest area. Most states, though, aren't so lucky.
|:58||sl||Thanks to... Justin Robert Young||mailchi.mp/78d695568c3f/freepoliticalnewsletter|
|Patron Thank You||http://www.dailytechnewsshow.com/support|
|tm||People who stay with the Patreon at particular tiers for three months (starting Jan. 2) will get merch with Len's 5-year anniversary art on it. Co-executive producers and Analysts get a sticker, Advisors get a poster and Master level folks get a mug.||https://www.patreon.com/dtns/merch|
|And please peruse our fine selection of DTNS stuff!||http://dailytechnewsshow.com/store/|
|play the end theme music here....|
|sl||Our email address is firstname.lastname@example.org! We're live M-F at 4:30 PM eastern/21:30 UTC find out more at dailytechnewsshow.com/live.||http://www.reddit.com/r/dailytechnewsshow/|
|tm||We're back to tomorrow Friday!!|
|END OF SHOW|
|STOP DISCORD Stream|